SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.07M
3
+$1.62M
4
BYD icon
Boyd Gaming
BYD
+$1.6M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.59M

Top Sells

1
+$3.46M
2
+$2.04M
3
+$1.92M
4
MFC icon
Manulife Financial
MFC
+$1.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M

Sector Composition

1 Technology 13.31%
2 Healthcare 6.73%
3 Financials 6.2%
4 Industrials 5.29%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$5K ﹤0.01%
+82
1152
$5K ﹤0.01%
+52
1153
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+74
1154
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+122
1155
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+74
1156
$5K ﹤0.01%
+332
1157
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+45
1158
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+61
1159
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+189
1160
$5K ﹤0.01%
+422
1161
$5K ﹤0.01%
+49
1162
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+154
1163
$5K ﹤0.01%
+110
1164
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+86
1165
$5K ﹤0.01%
+81
1166
$5K ﹤0.01%
+225
1167
$5K ﹤0.01%
+35
1168
$5K ﹤0.01%
+131
1169
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+58
1170
$5K ﹤0.01%
+180
1171
$5K ﹤0.01%
+135
1172
$5K ﹤0.01%
+110
1173
$5K ﹤0.01%
+368
1174
$5K ﹤0.01%
+61
1175
$5K ﹤0.01%
+115
45 46
47
48 49